Wealth Management

Wealth Management

The Wealth Management Department of AEONIC SECURITIES CIF Plc is responsible for providing its investment service (discretionary or "white-label") of Portfolio Management and Investment Advice, which consists of providing personal advice to clients.

Portfolio Management

Portfolio Management services of discretionary mandate are addressed to Individuals or Institutional clients, specifically to Natural or Legal Persons seeking professional management of their portfolio by experienced managers, with full transparency of their investments, but without wanting to have the responsibility and care of continuous monitoring.

The Portfolio Management service differs from other forms of professional management, which are offered in the form of standardized products to the broad investment public such as mutual funds, and excels over other forms of professional management due to the personalized portfolios designed according to the investment profile and investment objectives of each client and transparency regarding the products chosen by the manager, as the investor receives statements for the transactions executed on his behalf and monthly statements of his position.

Investment Advice

AEONIC SECURITIES CIF Plc provides Investment Advisory services to its clients by proposing investments on financial products based on their investment profile.

Advisory services are useful for those clients who wish to have the final say in the management of their investment portfolio while also benefiting from the professional advice.